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DDFG Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DDFG Inc’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.84M Sell
59,911
-400
-0.7% -$63.5K 1.95% 18
2026
Q1 		$8.59M Sell
60,311
-924
-2% -$137K 1.85% 19
2025
Q4 		$9.11M Sell
61,235
-2,488
-4% -$367K 1.99% 16
2025
Q3 		$9.28M Sell
63,723
-51,100
-45% -$7.17M 2.14% 15
2025
Q2 		$15.5M Buy
114,823
+943
+0.8% +$118K 3.9% 11
2025
Q1 		$13.9M Sell
113,880
-650
-0.6% -$83.8K 3.85% 9
2024
Q4 		$14.7M Buy
114,530
+135
+0.1% +$17.5K 4.25% 9
2024
Q3 		$14.4M Sell
114,395
-2,621
-2% -$317K 4.11% 9
2024
Q2 		$13.9M Sell
117,016
-47
-0% -$5.39K 4.29% 11
2024
Q1 		$13.5M Buy
117,063
+94
+0.1% +$10.3K 4.29% 10
2023
Q4 		$12.3M Buy
116,969
+58
+0% +$5.68K 4.16% 11
2023
Q3 		$11M Sell
116,911
-4,634
-4% -$455K 4.06% 11
2023
Q2 		$11.9M Buy
121,545
+151
+0.1% +$14K 4.38% 10
2023
Q1 		$11M Sell
121,394
-1,153
-0.9% -$102K 4.27% 11
2022
Q4 		$10.4M Buy
+122,547
New +$10.5M 4.3% 7

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DDFG Inc's ITOT Position: Q2 2026 in Review

DDFG Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.66% in Q2 2026, selling an estimated $63.5K and leaving 59,911 shares worth $9.84M. The position accounts for 1.95% of the portfolio, ranked #18.

DDFG Inc first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.5M in Q2 2025. 963 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • DDFG Inc held 59,911 shares of iShares Core S&P Total US Stock Market ETF worth $9.84M as of Q2 2026.
  • DDFG Inc sold 400 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $63.5K.
  • iShares Core S&P Total US Stock Market ETF made up 1.95% of DDFG Inc's portfolio in Q2 2026, its #18 holding.
  • DDFG Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares Core S&P Total US Stock Market ETF position peaked at $15.5M in Q2 2025.
  • 963 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.